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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $782 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,037 | $69,383-14.9% | $101,271-41.7% | $73,493-19.7% |
| Participation rate | 83.8% | 68.4%+15.4pp | 75.8%+8.0pp | 70.7%+13.1pp |
| Annual return | 9.66% | 18.46%-8.8pp | 46.48%-36.8pp | 28.51%-18.9pp |
| Employer contribution / active EE | $9,511 | $2,628+261.9% | $3,660+159.9% | $2,270+319.0% |
| Participant deferral / active EE | $1,489 | $3,301-54.9% | $4,371-65.9% | $3,740-60.2% |
| Admin fee / account holder | $46 | $704-93.4% | $5,948-99.2% | $513-91.0% |